PIM
CAT icon

Platinum Investment Management’s Caterpillar CAT Stock Holding History

Platinum Investment Management’s Portfolio CAT Stock Details CAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.79M Sell
4,500
-4,000
-47% -$3.51M 1.18% 28
2026
Q1 		$6.02M Buy
8,500
+3,000
+55% +$2.08M 1.52% 16
2025
Q4 		$3.15M Buy
+5,500
New +$3.06M 0.73% 54

Other funds holding CAT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Platinum Investment Management's CAT Position: Q2 2026 in Review

Platinum Investment Management reduced its Caterpillar (CAT) stake by 47% in Q2 2026, selling an estimated $3.51M and leaving 4,500 shares worth $4.79M. The position accounts for 1.18% of the portfolio, ranked #28.

Platinum Investment Management first reported a position in CAT in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.02M in Q1 2026. 4,060 funds tracked by Wall St. Rank hold CAT as of Q2 2026.

  • Platinum Investment Management held 4,500 shares of Caterpillar worth $4.79M as of Q2 2026.
  • Platinum Investment Management sold 4,000 Caterpillar shares in Q2 2026, an estimated $3.51M.
  • Caterpillar made up 1.18% of Platinum Investment Management's portfolio in Q2 2026, its #28 holding.
  • Platinum Investment Management first reported a position in Caterpillar in Q4 2025 and has held it in 3 quarters since.
  • Platinum Investment Management's Caterpillar position peaked at $6.02M in Q1 2026.
  • 4,060 funds tracked by Wall St. Rank held Caterpillar as of Q2 2026.

Based on Platinum Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.